Name Holding Trade Value Shares
Change
Change in
Stake
FCFC
1826
First Commonwealth Financial Corp
Pennsylvania
$692K +$734 +3 +0.1%
MCA
1827
Magnolia Capital Advisors
Mississippi
$691K -$17.4K -71 -3%
AB
1828
Atlas Brown
Kentucky
$687K +$55.3K +226 +10%
OWA
1829
Opal Wealth Advisors
New York
$687K -$16.6K -68 -3%
MTIM
1830
Marathon Trading Investment Management
Pennsylvania
$687K +$563K +2,302 +1,457%
PL
1831
Plancorp LLC
Missouri
$685K +$245 +1 +0%
OPWM
1832
Oregon Pacific Wealth Management
Oregon
$685K -$121K -493 -17%
GA
1833
Goldstein Advisors
Wisconsin
$684K +$15.4K +63 +3%
CAGAS
1834
Capital Advisory Group Advisory Services
Minnesota
$683K +$10.8K +44 +2%
NB
1835
NBT Bank
New York
$682K -$2.44K -10 -0.4%
OL
1836
one8zero8 LLC
North Carolina
$681K -$73.4K -300 -11%
WAM
1837
WNY Asset Management
New York
$679K – – –
SFS
1838
Stiles Financial Services
Minnesota
$679K +$249K +1,017 +72%
BZWA
1839
Blue Zone Wealth Advisors
California
$677K +$1.22K +5 +0.2%
LFS
1840
Legacy Financial Strategies
Kansas
$675K – – –
PGA
1841
Portland Global Advisors
Maine
$674K +$3.18K +13 +0.5%
KIM
1842
Kane Investment Management
California
$672K +$588K +2,405 New
PFA
1843
Pathway Financial Advisors
Vermont
$672K +$588K +2,405 New
KAS
1844
KPP Advisory Services
Kentucky
$672K +$28.9K +118 +5%
FAT
1845
First American Trust
California
$670K +$5.62K +23 +1%
LAM
1846
Lingohr Asset Management
Germany
$669K +$342K +1,400 +141%
SFWC
1847
Strategic Family Wealth Counselors
New Jersey
$668K – – –
GKFF
1848
George Kaiser Family Foundation
Oklahoma
$666K – – –
KWM
1849
KFG Wealth Management
Indiana
$666K +$583K +2,383 New
FSA
1850
Fort Sheridan Advisors
Illinois
$664K +$26.2K +107 +5%